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Concurrent Investment Advisors’s Clorox CLX Stock Holding History

Concurrent Investment Advisors’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,500
Closed -$259K – 2122
2026
Q1 		$259K Hold
2,500
– – ﹤0.01% 1592
2025
Q4 		$252K Buy
+2,500
New +$271K ﹤0.01% 1506

Other funds holding CLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concurrent Investment Advisors's CLX Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Clorox (CLX) stake by 12% in Q2 2026, selling an estimated $149K and leaving 11,309 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #976.

Concurrent Investment Advisors first reported a position in CLX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.93M in Q1 2025. 1,055 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Concurrent Investment Advisors held 11,309 shares of Clorox worth $1.08M as of Q2 2026.
  • Concurrent Investment Advisors sold 1,557 Clorox shares in Q2 2026, an estimated $149K.
  • Clorox made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #976 holding.
  • Concurrent Investment Advisors first reported a position in Clorox in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Clorox position peaked at $2.93M in Q1 2025.
  • 1,055 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.